Westwood Roic vs Payout Ratio Analysis

WHG Stock

USD 15.70 0.57 3.50%

Westwood Holdings financial indicator trend analysis is more than just analyzing Westwood Holdings current accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Westwood Holdings is a good investment. Please check the relationship between Westwood Holdings Roic and its Payout Ratio accounts. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Holdings Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.

Roic vs Payout Ratio

Roic vs Payout Ratio Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Westwood Holdings Roic account and Payout Ratio. At this time, the significance of the direction appears to have significant contrarian relationship.

The correlation between Westwood Holdings' Roic and Payout Ratio is -0.29. Overlapping area represents the amount of variation of Roic that can explain the historical movement of Payout Ratio in the same time period over historical financial statements of Westwood Holdings Group, assuming nothing else is changed. The correlation between historical values of Westwood Holdings' Roic and Payout Ratio is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Roic of Westwood Holdings Group are associated (or correlated) with its Payout Ratio. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Payout Ratio has no effect on the direction of Roic i.e., Westwood Holdings' Roic and Payout Ratio go up and down completely randomly.

Correlation Coefficient

-0.29

Relationship Direction	Negative
Relationship Strength	Insignificant

View All Relationships

Roic

Return on Invested Capital, a profitability ratio that measures the return that an investment generates for those who have provided capital, such as debt holders and equity holders.

Payout Ratio

Payout Ratio is the proportion of Westwood Holdings Group earnings paid out as dividends to shareholders. Payout Ratio is typically expressed as a percentage but can be shown as dividends paid out as a proportion of cash flow. The payout ratio is used to determine the sustainability of Westwood Holdings dividend payments. A lower payout ratio is generally preferable to a higher payout ratio, with a ratio greater than 100% indicating Westwood Holdings is paying out more in dividends than it makes in net income.

Most indicators from Westwood Holdings' fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Westwood Holdings current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Holdings Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.

At this time, Westwood Holdings' Enterprise Value Over EBITDA is most likely to increase in the upcoming years. The Westwood Holdings' current Enterprise Value Multiple is estimated to increase to 12.93, while Selling General Administrative is projected to decrease to roughly 17.2 M.

	2021	2022	2023	2024 (projected)
Gross Profit	30.5M	28.6M	31.7M	43.2M
Total Revenue	73.1M	68.7M	89.8M	71.9M

Gross Profit Total Revenue

Westwood Holdings fundamental ratios Correlations

	Total Assets	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Other Liab	Retained Earnings	Accounts Payable	Cash	Other Assets	Good Will	Common Stock Shares Outstanding	Short Term Investments	Other Stockholder Equity	Total Liab	Intangible Assets	Common Stock	Net Debt	Non Current Assets Total	Non Currrent Assets Other	Cash And Short Term Investments	Net Receivables	Common Stock Total Equity	Non Current Liabilities Total	Other Current Assets	Total Current Assets	Treasury Stock
Total Assets		0.57	0.68	0.99	-0.22	0.54	0.43	0.79	-0.38	0.5	0.95	0.45	0.95	0.82	0.58	-0.42	-0.79	0.6	0.09	0.83	0.88	0.72	0.23	-0.31	0.85	-0.55
Other Current Liab	0.57		0.97	0.5	0.08	0.85	0.03	0.42	-0.09	0.09	0.49	0.59	0.3	0.75	0.13	-0.55	-0.55	0.03	-0.55	0.68	0.75	0.0	-0.38	-0.42	0.73	0.26
Total Current Liabilities	0.68	0.97		0.6	0.06	0.79	0.24	0.47	-0.08	0.27	0.6	0.54	0.43	0.87	0.31	-0.53	-0.59	0.22	-0.47	0.68	0.82	0.19	-0.2	-0.35	0.74	0.08
Total Stockholder Equity	0.99	0.5	0.6		-0.28	0.51	0.36	0.81	-0.42	0.45	0.95	0.47	0.97	0.73	0.53	-0.4	-0.78	0.57	0.17	0.85	0.84	0.71	0.21	-0.34	0.87	-0.58
Other Liab	-0.22	0.08	0.06	-0.28		-0.17	0.12	-0.41	0.11	-0.12	-0.06	0.16	-0.29	0.06	-0.35	-0.44	0.31	-0.3	-0.56	-0.1	-0.1	-0.02	-0.02	-0.11	-0.1	0.32
Retained Earnings	0.54	0.85	0.79	0.51	-0.17		-0.1	0.6	0.0	0.01	0.38	0.44	0.29	0.54	0.08	-0.24	-0.7	-0.04	-0.26	0.65	0.75	-0.08	-0.48	-0.34	0.73	0.28
Accounts Payable	0.43	0.03	0.24	0.36	0.12	-0.1		0.24	0.25	0.9	0.46	-0.29	0.43	0.61	0.83	-0.03	-0.26	0.83	0.21	-0.01	0.41	0.76	0.82	0.3	0.03	-0.65
Cash	0.79	0.42	0.47	0.81	-0.41	0.6	0.24		-0.29	0.35	0.69	0.1	0.72	0.56	0.46	-0.08	-0.97	0.44	0.32	0.67	0.71	0.41	0.15	-0.05	0.73	-0.37
Other Assets	-0.38	-0.09	-0.08	-0.42	0.11	0.0	0.25	-0.29		0.31	-0.38	-0.36	-0.48	-0.14	0.16	0.36	0.22	0.13	0.04	-0.45	-0.15	-0.19	0.15	0.11	-0.41	0.18
Good Will	0.5	0.09	0.27	0.45	-0.12	0.01	0.9	0.35	0.31		0.53	-0.22	0.48	0.57	0.95	-0.1	-0.38	0.95	0.27	0.11	0.49	0.68	0.81	0.15	0.14	-0.69
Common Stock Shares Outstanding	0.95	0.49	0.6	0.95	-0.06	0.38	0.46	0.69	-0.38	0.53		0.54	0.93	0.75	0.54	-0.6	-0.68	0.61	0.08	0.85	0.79	0.77	0.32	-0.44	0.84	-0.62
Short Term Investments	0.45	0.59	0.54	0.47	0.16	0.44	-0.29	0.1	-0.36	-0.22	0.54		0.38	0.29	-0.25	-0.75	-0.15	-0.18	-0.39	0.8	0.4	0.08	-0.45	-0.84	0.74	0.05
Other Stockholder Equity	0.95	0.3	0.43	0.97	-0.29	0.29	0.43	0.72	-0.48	0.48	0.93	0.38		0.66	0.57	-0.34	-0.66	0.63	0.28	0.74	0.73	0.82	0.35	-0.25	0.74	-0.73
Total Liab	0.82	0.75	0.87	0.73	0.06	0.54	0.61	0.56	-0.14	0.57	0.75	0.29	0.66		0.61	-0.42	-0.62	0.57	-0.23	0.58	0.85	0.58	0.24	-0.1	0.63	-0.3
Intangible Assets	0.58	0.13	0.31	0.53	-0.35	0.08	0.83	0.46	0.16	0.95	0.54	-0.25	0.57	0.61		0.02	-0.46	0.97	0.36	0.13	0.54	0.67	0.76	0.27	0.18	-0.72
Common Stock	-0.42	-0.55	-0.53	-0.4	-0.44	-0.24	-0.03	-0.08	0.36	-0.1	-0.6	-0.75	-0.34	-0.42	0.02		0.18	-0.05	0.53	-0.65	-0.41	-0.21	0.1	0.68	-0.6	0.01
Net Debt	-0.79	-0.55	-0.59	-0.78	0.31	-0.7	-0.26	-0.97	0.22	-0.38	-0.68	-0.15	-0.66	-0.62	-0.46	0.18		-0.41	-0.14	-0.69	-0.78	-0.34	-0.1	0.1	-0.76	0.26
Non Current Assets Total	0.6	0.03	0.22	0.57	-0.3	-0.04	0.83	0.44	0.13	0.95	0.61	-0.18	0.63	0.57	0.97	-0.05	-0.41		0.42	0.18	0.49	0.76	0.84	0.17	0.2	-0.83
Non Currrent Assets Other	0.09	-0.55	-0.47	0.17	-0.56	-0.26	0.21	0.32	0.04	0.27	0.08	-0.39	0.28	-0.23	0.36	0.53	-0.14	0.42		-0.09	-0.15	0.32	0.49	0.32	-0.12	-0.62
Cash And Short Term Investments	0.83	0.68	0.68	0.85	-0.1	0.65	-0.01	0.67	-0.45	0.11	0.85	0.8	0.74	0.58	0.13	-0.65	-0.69	0.18	-0.09		0.73	0.36	-0.18	-0.66	0.99	-0.23
Net Receivables	0.88	0.75	0.82	0.84	-0.1	0.75	0.41	0.71	-0.15	0.49	0.79	0.4	0.73	0.85	0.54	-0.41	-0.78	0.49	-0.15	0.73		0.5	0.07	-0.24	0.8	-0.29
Common Stock Total Equity	0.72	0.0	0.19	0.71	-0.02	-0.08	0.76	0.41	-0.19	0.68	0.77	0.08	0.82	0.58	0.67	-0.21	-0.34	0.76	0.32	0.36	0.5		0.67	-0.09	0.35	-0.83
Non Current Liabilities Total	0.23	-0.38	-0.2	0.21	-0.02	-0.48	0.82	0.15	0.15	0.81	0.32	-0.45	0.35	0.24	0.76	0.1	-0.1	0.84	0.49	-0.18	0.07	0.67		0.41	-0.19	-0.8
Other Current Assets	-0.31	-0.42	-0.35	-0.34	-0.11	-0.34	0.3	-0.05	0.11	0.15	-0.44	-0.84	-0.25	-0.1	0.27	0.68	0.1	0.17	0.32	-0.66	-0.24	-0.09	0.41		-0.59	-0.09
Total Current Assets	0.85	0.73	0.74	0.87	-0.1	0.73	0.03	0.73	-0.41	0.14	0.84	0.74	0.74	0.63	0.18	-0.6	-0.76	0.2	-0.12	0.99	0.8	0.35	-0.19	-0.59		-0.21
Treasury Stock	-0.55	0.26	0.08	-0.58	0.32	0.28	-0.65	-0.37	0.18	-0.69	-0.62	0.05	-0.73	-0.3	-0.72	0.01	0.26	-0.83	-0.62	-0.23	-0.29	-0.83	-0.8	-0.09	-0.21

Click cells to compare fundamentals

Westwood Holdings Account Relationship Matchups

Westwood Holdings fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	178.7M	149.2M	139.6M	146.3M	155.2M	107.7M
Other Current Liab	17.6M	6.5M	9.9M	8.9M	9.9M	12.8M
Total Current Liabilities	21.4M	11.8M	15.8M	17.4M	18.6M	17.6M
Total Stockholder Equity	148.3M	130.7M	117.9M	110.6M	120.4M	86.2M
Other Liab	1.3M	526K	1.1M	13.6M	15.6M	8.0M
Retained Earnings	11.0M	(1.7M)	4.4M	(4.3M)	4.7M	4.4M
Accounts Payable	2.1M	1.6M	2.6M	5.7M	6.1M	4.1M
Cash	49.8M	13.0M	15.2M	23.9M	20.4M	16.2M
Other Assets	2.6M	1.9M	1.5M	2.7M	20.3M	21.3M
Common Stock Shares Outstanding	8.5M	8.0M	7.9M	7.8M	8.1M	7.7M
Short Term Investments	50.3M	69.5M	65.0M	15.3M	32.7M	45.1M
Liabilities And Stockholders Equity	178.7M	149.2M	139.6M	146.3M	155.2M	107.7M
Other Stockholder Equity	129.2M	132.3M	113.4M	114.8M	115.6M	75.2M
Total Liab	30.4M	18.4M	21.7M	35.7M	32.7M	21.4M
Intangible Assets	15.3M	13.5M	11.9M	29.4M	24.8M	26.0M
Common Stock	103K	105K	107K	115K	119K	95.9K
Net Debt	(40.4M)	(5.2M)	(9.1M)	(17.8M)	(15.9M)	(16.7M)
Non Current Assets Total	61.7M	52.8M	45.7M	88.3M	82.9M	87.1M
Non Currrent Assets Other	50.7M	364K	464K	929K	1.7M	1.8M
Cash And Short Term Investments	100.1M	82.6M	80.2M	39.2M	53.1M	62.6M
Net Receivables	13.2M	11.2M	11.4M	13.9M	14.4M	11.5M
Common Stock Total Equity	103K	105K	107K	115K	132.3K	90.4K
Non Current Liabilities Total	9.1M	6.6M	5.9M	18.3M	14.1M	14.8M
Other Current Assets	2.5M	2.6M	2.2M	20.4M	4.5M	4.6M
Total Current Assets	117.0M	96.3M	93.9M	58.0M	72.2M	78.3M
Treasury Stock	(63.3M)	(78.0M)	(81.8M)	(85.1M)	(76.6M)	(72.8M)
Inventory	1.2M	(69.5M)	(65.0M)	(15.3M)	(32.7M)	(31.0M)
Property Plant And Equipment Net	11.7M	9.3M	7.0M	6.8M	5.1M	4.0M
Property Plant And Equipment Gross	11.7M	9.3M	15.6M	16.1M	15.2M	16.0M
Property Plant Equipment	4.2M	3.2M	7.0M	6.8M	7.8M	8.2M
Net Tangible Assets	113.2M	100.8M	89.6M	46.0M	52.9M	96.3M
Retained Earnings Total Equity	11.0M	(1.7M)	4.4M	(4.3M)	(3.8M)	(3.6M)
Capital Surpluse	203.4M	210.3M	195.2M	199.9M	229.9M	175.5M
Non Current Liabilities Other	1.3M	526K	1.1M	13.0M	10.1M	10.6M
Deferred Long Term Asset Charges	2.2M	1.5M	848K	1.8M	1.6M	2.8M
Cash And Equivalents	49.8M	13.0M	15.2M	23.9M	21.5M	27.7M
Short Term Debt	1.6M	3.4M	2.8M	3.0M	2.6M	2.0M

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When determining whether Westwood Holdings is a strong investment it is important to analyze Westwood Holdings' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Westwood Holdings' future performance. For an informed investment choice regarding Westwood Stock, refer to the following important reports:

How To Invest In Westwood

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Is Westwood Stock a good investment?

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What is Westwood Holdings' Net Worth?

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Largest Asset Management & Custody Banks Companies

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Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Holdings Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.

You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Westwood Holdings. If investors know Westwood will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Westwood Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.98)

Dividend Share

0.6

Earnings Share

0.33

Revenue Per Share

11.393

Quarterly Revenue Growth

0.084

The market value of Westwood Holdings is measured differently than its book value, which is the value of Westwood that is recorded on the company's balance sheet. Investors also form their own opinion of Westwood Holdings' value that differs from its market value or its book value, called intrinsic value, which is Westwood Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Westwood Holdings' market value can be influenced by many factors that don't directly affect Westwood Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Westwood Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Westwood Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Westwood Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Westwood Roic vs Payout Ratio Analysis

Roic vs Payout Ratio

Roic vs Payout Ratio Correlation Analysis

Correlation Coefficient

Roic

Payout Ratio

Westwood Holdings fundamental ratios Correlations

Westwood Holdings Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Westwood Holdings fundamental ratios Accounts

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COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Total Stockholder Equity	+ 0.99	Total Assets
Total Current Assets	+ 0.99	Cash And Short Term Investments
Total Current Liabilities	+ 0.97	Other Current Liab
Other Stockholder Equity	+ 0.97	Total Stockholder Equity
Non Current Assets Total	+ 0.97	Intangible Assets
Common Stock Shares Outstanding	+ 0.95	Total Assets

Net Debt	- 0.97	Cash
Other Current Assets	- 0.84	Short Term Investments
Treasury Stock	- 0.83	Common Stock Total Equity
Treasury Stock	- 0.83	Non Current Assets Total
Treasury Stock	- 0.8	Non Current Liabilities Total
Net Debt	- 0.79	Total Assets